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Brady Family Wealth’s McDonald's MCD Stock Holding History

Brady Family Wealth’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.17M Sell
11,740
-148
-1% -$42.4K 0.92% 37
2026
Q1 		$3.69M Sell
11,888
-73
-0.6% -$23.3K 1.15% 34
2025
Q4 		$3.66M Buy
11,961
+111
+0.9% +$34K 1.13% 35
2025
Q3 		$3.6M Sell
11,850
-1,655
-12% -$504K 1.11% 36
2025
Q2 		$3.95M Buy
13,505
+482
+4% +$149K 1.22% 33
2025
Q1 		$4.07M Sell
13,023
-71
-0.5% -$21.2K 1.3% 32
2024
Q4 		$3.8M Sell
13,094
-217
-2% -$64.7K 1.16% 33
2024
Q3 		$4.05M Sell
13,311
-310
-2% -$85.4K 1.22% 34
2024
Q2 		$3.47M Sell
13,621
-137
-1% -$36.3K 1.12% 35
2024
Q1 		$3.88M Buy
13,758
+289
+2% +$84K 1.26% 29
2023
Q4 		$3.99M Sell
13,469
-58
-0.4% -$15.8K 1.37% 27
2023
Q3 		$3.56M Sell
13,527
-36
-0.3% -$10.3K 1.38% 28
2023
Q2 		$4.05M Sell
13,563
-59
-0.4% -$17.1K 1.51% 22
2023
Q1 		$3.81M Sell
13,622
-304
-2% -$81.4K 1.5% 25
2022
Q4 		$3.67M Buy
+13,926
New +$3.67M 1.51% 25

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brady Family Wealth's MCD Position: Q2 2026 in Review

Brady Family Wealth reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $42.4K and leaving 11,740 shares worth $3.17M. The position accounts for 0.92% of the portfolio, ranked #37.

Brady Family Wealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.07M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Brady Family Wealth held 11,740 shares of McDonald's worth $3.17M as of Q2 2026.
  • Brady Family Wealth sold 148 McDonald's shares in Q2 2026, an estimated $42.4K.
  • McDonald's made up 0.92% of Brady Family Wealth's portfolio in Q2 2026, its #37 holding.
  • Brady Family Wealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's McDonald's position peaked at $4.07M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.